Private Credit
AI’s Capital Crisis: When the Bond Market Blinks
The Trillion-Dollar Concrete ProblemThe artificial intelligence revolution is no longer just a software story; it has become the most capital-intensive construction project in modern history. New data reveals that...
Private Credit
AI’s Physical Reality: The $5 Trillion Infrastructure Bill
The Shift from Equity Hype to Physical DebtThe artificial intelligence narrative is undergoing a fundamental structural shift in the final quarter of 2025. For...
Private Credit
The $5 Trillion Check: Debt Markets Buckle Under AI’s Infrastructure Build-Out
The $5 Trillion Bill: Debt Markets Buckle Under AI's Physical RealityThe "AI Revolution" has officially migrated from software valuations to balance sheet liabilities. While...
Private Credit
The Physical Cost of Intelligence: Why Debt, Not Equity, Is Building the AI Future
The $5 Trillion Reality CheckWhile equity markets obsess over annual recurring revenue and large language model capabilities, the credit markets have turned their attention...
Private Credit
AI’s $5 Trillion Bill is Rewiring Credit Markets
The $5 Trillion Reality CheckThe artificial intelligence revolution has a price tag, and it is rapidly outgrowing the balance sheets of Silicon Valley. New...
Private Credit
The $5 Trillion Concrete Reality: How Debt is Fueling the AI Boom
The Era of Equity is Over; The Era of Debt Has BegunFor the past decade, the technology sector has been synonymous with equity-funded growth....
Private Credit
The $1.5 Trillion Bet: AI’s Infrastructure Boom Tests Debt Markets
The $1.5 Trillion Reality CheckAI fever has largely transitioned from a stock market spectacle to a sober bond market reality. While equity valuations initially...
Private Credit
The $5 Trillion Build-Out: AI Infrastructure Boom Shifts Risk to Credit Markets
The Industrial Revolution of DebtThe narrative surrounding Artificial Intelligence has shifted. What began as an equity story—dominated by soaring stock prices for chipmakers and...
Private Credit
AI Infrastructure Boom Drives Historic Demand for Debt Capital
The $5 Trillion Hardware RealityThe narrative surrounding artificial intelligence has shifted decisively from software capabilities to the massive physical infrastructure required to support them....
Private Credit
The $5 Trillion Infrastructure Bill: Debt Markets Fuel the AI Frenzy
The Capex SupercycleThe artificial intelligence boom has transitioned from software speculation to a massive industrial construction phase. New data indicates the sector faces a...
Private Credit
The $7 Trillion Infrastructure Bill: Debt, Not Code, is Now Powering AI
The Shift from Equity Hype to Credit RealityFor the past two years, the Artificial Intelligence narrative has been dominated by equity valuations and software...
